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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,538 | $167,362-94.9% | $143,799-94.1% | $134,532-93.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -27.46% | 0.47%-27.9pp | -0.04%-27.4pp | 418.27%-445.7pp |
| Employer contribution / active EE | $2,843 | $5,620-49.4% | $4,952-42.6% | $4,741-40.0% |
| Participant deferral / active EE | $5,128 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $10 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |